See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,607 | $49,915+127.6% | $154,803-26.6% | $74,304+52.9% |
| Participation rate | 80.7% | 54.0%+26.8pp | 78.1%+2.6pp | 60.3%+20.4pp |
| Annual return | 404.64% | 34.06%+370.6pp | 58.88%+345.8pp | 29.43%+375.2pp |
| Employer contribution / active EE | $1,577 | $1,611-2.1% | $4,305-63.4% | $2,241-29.6% |
| Participant deferral / active EE | $2,522 | $2,255+11.8% | $5,540-54.5% | $3,767-33.1% |
| Admin fee / account holder | $9,589 | $2,189+338.1% | $14,329-33.1% | $2,969+223.0% |